Russell Harris and Brian Ransom are back with former intern, now associate financial advisor, Ian Payne! Brian’s 2 truths and a lie on YTD indices (2:10). What is a 401(k) vs. (403b) (08:16). Traditional and Roth IRAs (30:28). Stock bonds vs. mutual funds (44:19). Life insurance and real estate (47:50). In conclusion (57:29).

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